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OSTIX vs PHYQX
OSTIX vs PHYQX Comparison
Open Charts OSTIX vs PHYQX
Osterweis Strategic Income
Price$11.25
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets5.78B
OSTIX vs PHYQX Comparison Chart in %
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OSTIX vs. PHYQX commentary
Jul 09, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OSTIX is a Hold and PHYQX is a Buy.
FUNDAMENTALS
Fundamentals
PHYQX has more cash in the bank: 20.1B vs. OSTIX (5.79B). PHYQX pays higher dividends than OSTIX: PHYQX (7.33) vs OSTIX (5.43). OSTIX was incepted earlier than PHYQX: OSTIX (23 years) vs PHYQX (14 years). OSTIX (0.87) is less costly to investors than PHYQX (0.38). PHYQX (42.00) and OSTIX (40.00) have comparable annual turnover. PHYQX has a lower initial minimum investment than OSTIX: PHYQX (0) vs OSTIX (5000). PHYQX annual gain was more profitable for investors over the last year : 10.45 vs. OSTIX (7.22). OSTIX return over 5 years is better than : 35.43 vs. PHYQX (30.95).
| OSTIX | PHYQX | OSTIX / PHYQX | |
| Total Expense Ratio | 0.87 | 0.38 | 229% |
| Annual Report Gross Expense Ratio | 0.87 | 0.38 | 229% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 3.251 | 5.092 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.79B | 20.1B | 29% |
| Annual Yield % from dividends | 5.43 | 7.33 | 74% |
| Returns for 1 year | 7.22 | 10.45 | 69% |
| Returns for 3 years | 28.79 | 30.18 | 95% |
| Returns for 5 years | 35.43 | 30.95 | 114% |
| Returns for 10 years | 59.24 | 70.97 | 83% |
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